Perform an Inventory Check

Capture the real-time inventory level against the defined targets with minimum clicks.

Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

Under Tasks, tap the inventory check item.
In the In-Store Location picklist, search for the location where you want to start your inventory check. You can also check without the context of in-store locations by setting the filter to All Locations to check for an individual product or product category. Use the search or scan barcode option to find a specific product.
For each product or product category, you can see the associated assessment indicator with its corresponding target values, if any. As you capture the actual values against a product or product category’s assessment indicators, the progress ring shows the task completion. When you finish capturing the values of assessment indicators for a product, the progress ring is green and the progress bar shows total completed product-level checks.
To attach a file, under All Files click Upload Files and select the file you want to attach.
Tap New Notes if you want to add your observations.
When you complete all inventory checks, the inventory check item under Tasks is complete. Go back to the home page to continue with other assigned tasks.

Did this article solve your issue?

Let us know so we can improve!

Product Area